See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,823 | $61,660-43.5% | $80,019-56.5% | $64,186-45.7% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | -9.11% | -0.33%-8.8pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,074 | $1,810-40.7% | $2,468-56.5% | $2,381-54.9% |
| Participant deferral / active EE | $2,566 | $2,968-13.5% | $3,686-30.4% | $3,470-26.0% |
| Admin fee / account holder | $1,860 | $5,417-65.7% | $6,521-71.5% | $4,888-61.9% |